Overview

I currently operate a CPA practice coupled with a growing wealth management and financial planning practice. I intend to shrink my revenues from tax preparation and grow in wealth management and financial planning. I seek to acquire local Los Angeles based practices that are fee only to bulk up my assets under management.

Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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